HoldingsChannel.com
| Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 WISDOMTREE TR |
785,967 | -79,299 | $52,393 |
| DGRW | 785,967 | -79,299 | $52,393 |
| WISDOMTREE TR |
527,585 | +35,167 | $26,548 |
| USFR | 527,585 | +35,167 | $26,548 |
| APPLE INC |
116,264 | +5,134 | $22,552 |
| AAPL | 116,264 | +5,134 | $22,552 |
| WISDOMTREE TR |
520,306 | -290 | $22,420 |
| AGGY | 520,306 | -290 | $22,420 |
| ISHARES TR (USHY) |
632,536 | -3,187 | $22,329 |
| USHY | 632,536 | -3,187 | $22,329 |
| VANGUARD BD INDEX FDS (BND) |
296,261 | -187 | $21,535 |
| BND | 296,261 | -187 | $21,535 |
| SELECT SECTOR SPDR TR (XLV) |
135,835 | +77,080 | $18,029 |
| XLV | 135,835 | +77,080 | $18,029 |
| VANGUARD INDEX FDS (VUG) |
59,781 | -458 | $16,916 |
| VUG | 59,781 | -458 | $16,916 |
| WISDOMTREE TR |
503,915 | +503,915 | $16,654 |
| QGRW | 503,915 | +503,915 | $16,654 |
| COLGATE PALMOLIVE CO |
148,835 | -5,142 | $11,466 |
| CL | 148,835 | -5,142 | $11,466 |
| SELECT SECTOR SPDR TR (XLF) |
323,235 | +36,914 | $10,896 |
| XLF | 323,235 | +36,914 | $10,896 |
| MICROSOFT CORP |
30,615 | +277 | $10,426 |
| MSFT | 30,615 | +277 | $10,426 |
| SELECT SECTOR SPDR TR (XLK) |
47,590 | -403 | $8,274 |
| XLK | 47,590 | -403 | $8,274 |
| SPDR SER TR (MDYG) |
97,250 | -800 | $6,968 |
| MDYG | 97,250 | -800 | $6,968 |
| SELECT SECTOR SPDR TR (XLC) |
85,769 | +813 | $5,582 |
| XLC | 85,769 | +813 | $5,582 |
| SPDR SER TR (MDYV) |
76,005 | -785 | $5,228 |
| MDYV | 76,005 | -785 | $5,228 |
 ALPHABET INC |
$4,989 | ||
| GOOGL | 39,987 | +23,307 | $4,786 |
| Call | 1,700 | +1,700 | $203 |
| JOHNSON & JOHNSON |
28,211 | -8,057 | $4,670 |
| JNJ | 28,211 | -8,057 | $4,670 |
| INDEXIQ ACTIVE ETF TR (MMIT) |
167,382 | +15,423 | $4,077 |
| MMIT | 167,382 | +15,423 | $4,077 |
| META PLATFORMS INC |
13,732 | +10,581 | $3,941 |
| META | 13,732 | +10,581 | $3,941 |
| MERCK & CO INC |
32,418 | -6,087 | $3,764 |
| MRK | 32,418 | -6,087 | $3,764 |
| SPDR SER TR (SLYG) |
44,132 | +217 | $3,396 |
| SLYG | 44,132 | +217 | $3,396 |
| LINDE PLC |
8,385 | +6,130 | $3,195 |
| LIN | 8,385 | +6,130 | $3,195 |
| EXXON MOBIL CORP |
29,337 | +4,729 | $3,146 |
| XOM | 29,337 | +4,729 | $3,146 |
| AMAZON COM INC |
23,895 | -319 | $3,115 |
| AMZN | 23,895 | -319 | $3,115 |
| FIRST TR EXCH TRADED FD III (FMB) |
59,248 | +4,125 | $3,003 |
| FMB | 59,248 | +4,125 | $3,003 |
| ISHARES TR (IHI) |
52,626 | -393 | $2,971 |
| IHI | 52,626 | -393 | $2,971 |
| FIRST TR EXCHANGE TRADED FD (SKYY) |
37,589 | +49 | $2,855 |
| SKYY | 37,589 | +49 | $2,855 |
| SPDR SER TR (SLYV) |
35,974 | -76 | $2,777 |
| SLYV | 35,974 | -76 | $2,777 |
| VANGUARD MUN BD FDS (VTEB) |
55,246 | -10,778 | $2,774 |
| VTEB | 55,246 | -10,778 | $2,774 |
| SCHWAB STRATEGIC TR |
49,281 | -1,006 | $2,548 |
| SCHB | 49,281 | -1,006 | $2,548 |
| VISA INC |
10,355 | +106 | $2,459 |
| V | 10,355 | +106 | $2,459 |
| HOME DEPOT INC |
6,619 | -268 | $2,056 |
| HD | 6,619 | -268 | $2,056 |
| JPMORGAN CHASE & CO |
14,073 | -436 | $2,047 |
| JPM | 14,073 | -436 | $2,047 |
| NVIDIA CORPORATION |
4,717 | +74 | $1,995 |
| NVDA | 4,717 | +74 | $1,995 |
| PIMCO ETF TR (MUNI) |
36,187 | -2,106 | $1,876 |
| MUNI | 36,187 | -2,106 | $1,876 |
| SCHWAB STRATEGIC TR |
23,593 | -725 | $1,768 |
| SCHG | 23,593 | -725 | $1,768 |
| UNITEDHEALTH GROUP INC |
3,569 | -2,618 | $1,716 |
| UNH | 3,569 | -2,618 | $1,716 |
| PIMCO ETF TR (MINT) |
15,876 | +53 | $1,584 |
| MINT | 15,876 | +53 | $1,584 |
| TESLA INC |
5,778 | +2,682 | $1,513 |
| TSLA | 5,778 | +2,982 | $1,513 |
| PROCTER AND GAMBLE CO |
9,850 | -12,352 | $1,495 |
| PG | 9,850 | -12,352 | $1,495 |
| COSTCO WHSL CORP NEW |
2,703 | -2,243 | $1,455 |
| COST | 2,703 | -2,243 | $1,455 |
| ORACLE CORP |
11,608 | -403 | $1,382 |
| ORCL | 11,608 | -403 | $1,382 |
| BERKSHIRE HATHAWAY INC DEL |
$1,282 | ||
| BRK.B | 3,759 | -28 | $1,282 |
| AUTOMATIC DATA PROCESSING IN |
5,786 | -1,201 | $1,279 |
| ADP | 5,786 | -1,201 | $1,279 |
| BRISTOL MYERS SQUIBB CO |
19,728 | -7,267 | $1,262 |
| BMY | 19,728 | -7,267 | $1,262 |
| COMCAST CORP NEW |
28,313 | +10,138 | $1,176 |
| CMCSA | 28,313 | +10,138 | $1,176 |
| COCA COLA CO |
19,244 | -20,371 | $1,167 |
| KO | 19,244 | -20,371 | $1,167 |
| AIR PRODS & CHEMS INC |
3,835 | +2,579 | $1,155 |
| APD | 3,835 | +2,579 | $1,155 |
| WALMART INC |
6,726 | -4,558 | $1,057 |
| WMT | 6,726 | -4,558 | $1,057 |
See Full List: All Stocks Held By Prestige Wealth Management Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Prestige Wealth Management Group LLC
|
Size ($ in 1000's)
At 06/30/2023: $422,072 At 03/31/2023: $397,808 Prestige Wealth Management Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Prestige Wealth Management Group LLC 13F filings. Link to 13F filings: SEC filings |
